Silicon Valley Capital Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Silicon Valley Capital Partners’s Portfolio SPGP Stock Details SPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.7M	Sell	108,457 -9,674	-8%	-$1.1M	1.14%	23
2025 Q4	$13.5M	Sell	118,131 -10,340	-8%	-$1.17M	1.22%	26
2025 Q3	$14.6M	Sell	128,471 -33,924	-21%	-$3.76M	1.38%	23
2025 Q2	$17.5M	Sell	162,395 -29,866	-16%	-$2.98M	1.82%	15
2025 Q1	$19M	Sell	192,261 -302,263	-61%	-$31.8M	2.49%	11
2024 Q4	$51.9M	Sell	494,524 -37,023	-7%	-$3.99M	5.79%	5
2024 Q3	$55.6M	Sell	531,547 -172,226	-24%	-$17.6M	7.24%	4
2024 Q2	$72.3M	Buy	703,773 +13,427	+2%	+$1.38M	9.95%	2
2024 Q1	$73.5M	Sell	690,346 -188,487	-21%	-$18.7M	10.97%	2
2023 Q4	$86.2M	Sell	878,833 -9,899	-1%	-$915K	14.45%	1
2023 Q3	$81.1M	Sell	888,732 -119,897	-12%	-$11.2M	15.22%	1
2023 Q2	$91.6M	Buy	1,008,629 +20,176	+2%	+$1.74M	17.09%	1
2023 Q1	$84.3M	Buy	988,453 +19,956	+2%	+$1.73M	17.65%	1
2022 Q4	$80M	Sell	968,497 -22,300	-2%	-$1.84M	18.31%	1
2022 Q3	$74.1M	Sell	990,797 -41,925	-4%	-$3.49M	16.09%	2
2022 Q2	$82.2M	Sell	1,032,722 -13,847	-1%	-$1.18M	17.08%	2
2022 Q1	$95.5M	Buy	1,046,569 +22,323	+2%	+$2.02M	15.68%	2
2021 Q4	$99.4M	Sell	1,024,246 -14,272	-1%	-$1.32M	15.61%	2
2021 Q3	$90.3M	Sell	1,038,518 -4,185	-0.4%	-$378K	17.21%	1
2021 Q2	$91.4M	Buy	1,042,703 +965,891	+1,257%	+$82.7M	18.19%	1
2021 Q1	$6.26M	Buy	+76,812	New	+$5.97M	1.37%	16

Other funds holding SPGP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Silicon Valley Capital Partners's SPGP Position: Q1 2026 in Review

Silicon Valley Capital Partners reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 8.2% in Q1 2026, selling an estimated $1.1M and leaving 108,457 shares worth $11.7M. The position accounts for 1.14% of the portfolio, ranked #23.

Silicon Valley Capital Partners first reported a position in SPGP in Q1 2021 and has held it in 21 quarters since. The position peaked at $99.4M in Q4 2021. 298 funds tracked by Wall St. Rank hold SPGP as of Q1 2026.

Silicon Valley Capital Partners held 108,457 shares of Invesco S&P 500 GARP ETF worth $11.7M as of Q1 2026.
Silicon Valley Capital Partners sold 9,674 Invesco S&P 500 GARP ETF shares in Q1 2026, an estimated $1.1M.
Invesco S&P 500 GARP ETF made up 1.14% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #23 holding.
Silicon Valley Capital Partners first reported a position in Invesco S&P 500 GARP ETF in Q1 2021 and has held it in 21 quarters since.
Silicon Valley Capital Partners's Invesco S&P 500 GARP ETF position peaked at $99.4M in Q4 2021.
298 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.